IRM at a glance
Iron Mountain (IRM, SEC CIK 1020569) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Iron Mountain (IRM) reported revenue of $6.9 billion (up 12.2% from FY2024) and net income of $144.6 million. Diluted EPS was $0.49.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding Iron Mountain (IRM) shares worth $19.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Meaney William L on October 1, 2026 of 14,308 shares at $111.18 per share.
- In the last 90 days, IRM insiders reported 0 open-market purchases ($0) and 16 open-market sales ($17.4M) on Form 4, a net sale of $17.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $6.9B
- +12.2% vs prior year
- Insiders · 90 days
- 0 buys · 16 sells
- Net −$17.4M
- 13F holders
- 45 funds
- $19.6B · +2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Legal risk from compliance with ASC Topic 606 for revenue recognition, requiring significant judgment on performance obligations and variable consideration timing
- Macroeconomic risk from foreign currency fluctuations impacting 33.7% of revenues, e.g., Euro revenue 6.8% weakened 4.4% against USD in 2025
- Operational risk from $195.9M restructuring/transformational costs in 2025 related to Project Matterhorn's global operating model integration
- Competitive threat from digital offerings and asset lifecycle management services growth potentially disrupted by innovative SaaS platforms in data management
- Financial risk due to high interest expense $829.3M in 2025, increasing leverage pressure versus net income $152.3M and Adjusted EBITDA $2.57B
Management Discussion & Analysis
- Revenue $6.90B, up 12.2% YoY (+$751.8M); storage rental $4.05B (+10.1%), service $2.85B (+15.5%)
- Operating income $1.16B, up 15.3%; adjusted EBITDA $2.57B (+15.1%) with margin 37.3% vs 36.4%
- Best segment: Global Data Center revenue $803.4M (+29.6%), EBITDA margin 51.8% vs 45.6%; worst: Corporate & Other loss $(205.9M) improving from $(269.3M)
- Capital expenditures $2.27B (2025), up from $1.79B, with $2.07B growth investments; dividends paid $919.4M; net cash from operations $1.34B; financing raised $1.39B Euro Notes
- 2026 capex guidance ~$2.2B total; management notes cost containment and growth from data centers; key risk includes foreign exchange volatility and evolving tax laws (Pillar Two)
Business Overview
- Core business: global information management services spanning physical records, digital transformation, data centers, and asset lifecycle management
- New product emphasis: October 2025 launch of Insight Digital Experience Platform (DXP) 2.0 with AI agents and smart document processing
- Strategic shift: completion of Project Matterhorn to transform operating model, enabling global solution-based sales and operational optimization
- Quantitative highlight: ~$6.9 billion revenue in 2025, 488 MW leased data center capacity with 97% leased, 29,400 employees globally (up from prior year not specified)
- Noteworthy fact: $574.4 million restructuring/ transformation costs since Project Matterhorn inception, $195.9 million incurred in 2025 alone
AI summary of the IRM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No unregistered equity sales or share repurchases during quarter
- Rule 10b5-1 plan covering up to 66,839 shares for sale
- Senior Notes issued at 6.250%, due 2035
AI summary of the IRM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Earnings release, slides, and supplemental financials furnished as Exhibits 99.1–99.3
Item 1.01: Entry into a Material Definitive Agreement
- $1.5B senior notes issued at 6.250%, generating approximately $1,481.8M net proceeds
- Debt matures January 15, 2035, with semiannual interest payments beginning January 15, 2027
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees elected to one-year terms through the 2027 annual meeting
- Director support ranged from 221,243,149 to 231,457,579 votes, with Walter C. Rakowich receiving the most opposition
Item 8.01: Other Events
- Board committee appointments approved May 7, 2026, effective after the Annual Meeting and directors’ re-election
- Walter C. Rakowich named Audit Committee chair
AI summaries of IRM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IRM
Don't miss the next IRM filing
- Alerts as it files. A push when IRM files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IRM, by share count.
- Ask anything. An AI agent that reads every IRM filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Simons Doyle | A | Oct 2, 2026 | 350.49 | $113.92 |
| Samuels Theodore R. II | A | Oct 2, 2026 | 104.67 | $113.92 |
| Meaney William L | Sell | Oct 1, 2026 | 14,308 | $111.18 |
| Meaney William L | M | Oct 1, 2026 | 38,474 | - |
| McIntosh Greg W | Sell | Oct 1, 2026 | 5,000 | $110.72 |
| Meaney William L | M | Oct 1, 2026 | 38,474 | $37.00 |
| Meaney William L | Sell | Oct 1, 2026 | 10,808 | $110.56 |
| Meaney William L | Sell | Oct 1, 2026 | 13,358 | $109.57 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $6.1B | $6.9B |
| Operating Income | - | $1.0B | $1.2B |
| Net Income | $184.2M | $180.2M | $144.6M |
| Op. Margin | - | 16.4% | 16.9% |
| Net Margin | - | 2.9% | 2.1% |
| Balance Sheet | |||
| Total Assets | $17.5B | $18.7B | $21.1B |
| Equity | - | -$503.1M | -$981.0M |
| ROE | - | -35.8% | -14.7% |
| Per Share | |||
| EPS | $0.63 | $0.61 | $0.49 |
| Cash Flow | |||
| Operating CF | - | $1.2B | $1.3B |
| CapEx | $1.3B | $1.8B | $2.3B |
Source: XBRL data in Iron Mountain (IRM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IRM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $19.57B |
| Q1 2026 | 43 | $16.05B |
| Q4 2025 | 41 | $13.36B |
| Q3 2025 | 39 | $15.93B |
| Q2 2025 | 38 | $15.35B |
| Q1 2025 | 37 | $9.79B |
| Q4 2024 | 34 | $10.38B |
| Q3 2024 | 31 | $6.17B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 308 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IRM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 26, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 13, 2026 | - | - | |
| 4 | May 12, 2026 | - | - | |
| 8-K | May 12, 2026 | - | Analysis | |
| 4 | May 11, 2026 | - | - |
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IRM SEC filings: frequently asked questions
Are IRM insiders buying or selling?
In the last 90 days, Iron Mountain (IRM) officers, directors and 10% owners reported no open-market purchases and 16 open-market sales worth $17.4 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold IRM stock?
As of June 30, 2026, the largest Iron Mountain (IRM) holders among the 13F filers tracked by SignalX were BlackRock ($4.2 billion), Vanguard Portfolio Management LLC ($3.2 billion), Vanguard Capital Management LLC ($2.4 billion), State Street Corp ($2.2 billion), COHEN & STEERS, INC. ($1.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IRM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Iron Mountain (IRM) reported revenue of $6.9 billion (up 12.2% from FY2024) and net income of $144.6 million. Diluted EPS was $0.49. The figures come from the XBRL data in the 10-K.
What are the main risks in IRM's latest 10-K?
In the 10-K filed February 12, 2026, Iron Mountain (IRM) flagged: Legal risk from compliance with ASC Topic 606 for revenue recognition, requiring significant judgment on performance obligations and variable consideration timing. Macroeconomic risk from foreign currency fluctuations impacting 33.7% of revenues, e.g., Euro revenue 6.8% weakened 4.4% against USD in 2025. (AI summary of the Risk Factors section.)
What did IRM report in its latest 8-K?
Iron Mountain (IRM) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results covered quarter ended June 30, 2026.
What are the latest IRM SEC filings?
Iron Mountain (IRM) filed its latest 10-K annual report on February 12, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on October 5, 2026.
What is IRM's SEC CIK number?
Iron Mountain (IRM)'s SEC Central Index Key (CIK) is 1020569. EDGAR lists every IRM filing under that number.
Ask anything about IRM
The research agent reads IRM's filings, financials, insider trades and 13F holders, then answers with sources.